Steven M. Elwell
LEVEL FINANCIAL ADVISORS
Amherst, NY 14051
Some features on this profile are disabled
CRD#: 6041661
Professional summary
Steven Mark Elwell, CFP® is a registered financial advisor currently at LEVEL FINANCIAL ADVISORS, INC. located in Amherst, New York.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Steven has worked at 1 firm .
Biography
Steven Elwell is a Partner and Chief Investment Officer at Level Financial Advisors. He graduated from the State University of New York at Alfred in 2007 with a Bachelor's degree in Personal Financial Planning. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2009. Steven has been quoted in the Wall Street Journal, US News & World Report, NerdWallet, Investopedia and The Buffalo News. Also, he regularly appears on Channel 4 WIVB Buffalo and WBEN to comment on the investment markets.
He lives in the city of Buffalo with his wife Breanna and has a small Havanese named Piper. He enjoys playing golf and traveling in his free time. Lastly, he is an avid Buffalo Bills and Buffalo Sabres fan.
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Insurance Planning
Employee and Employer Plan Ben...
Estate Planning
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Charitable Giving
College/Education Planning
Corporate Executives
Divorce Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Scott & Main LLC Not Investment Related 190 Scott Street, Buffalo, NY 14204 Brewery and Restaurant Passive LLC Partner No title May 2019 0 hours devoted to this business No duties/passive investor
CRS (Client Relationship Summary) - RIA
Click below to view Steven Mark Elwell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
March 18, 2015 - Present
LEVEL FINANCIAL ADVISORS, INC.
Office #1: 9310 Transit Road Suite 300, Amherst, NY 14051RIA
CRD#: 110641
Amherst, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LEVEL FINANCIAL ADVISORS, INC.
LEVEL FINANCIAL ADVISORS, INC. | SCHROEDER, BRAXTON & VOGT INC. | PARAMOUNT PLANNING INC
CRD#: 110641 / SEC#: 801-15900
RIA
Registered Investment Advisory firm - (4/9/1981 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(8/5/2021)
IAR
Texas(3/18/2015)
Exams
Current Firm
LEVEL FINANCIAL ADVISORS, INC.
LEVEL FINANCIAL ADVISORS, INC. | SCHROEDER, BRAXTON & VOGT INC. | PARAMOUNT PLANNING INC
CRD#: 110641 / SEC#: 801-15900
RIA
Registered Investment Advisory firm - (4/9/1981 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
9310 Transit Road Suite 300, East Amherst, NY 14051
Mailing Address
Phone number
(716) 634-6113
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,957 |
| AUM (Assets Under Management) | $ 684,229,196 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LEVEL FINANCIAL ADVISORS, INC.
CRD#: 110641Amherst, NY 14051TRUST BUT VERIFY
Monitor Steven Elwell
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
